DiNuzzo Private Wealth’s Resideo Technologies REZI Stock Holding History

DiNuzzo Private Wealth’s Portfolio REZI Stock Details REZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$527	Sell	29 -3	-9%	-$76	﹤0.01%	1086
2026 Q2	$996	Sell	32 -6	-16%	-$206	﹤0.01%	898
2026 Q1	$1.28K	Buy	38 +6	+19%	+$214	﹤0.01%	796
2025 Q4	$1.12K	Hold	32	–	–	﹤0.01%	841
2025 Q3	$1.09K	Buy	32 +3	+10%	+$94	﹤0.01%	846
2025 Q2	$640	Buy	29 +5	+21%	+$95	﹤0.01%	997
2025 Q1	$425	Sell	24 -3	-11%	-$62	﹤0.01%	1108
2024 Q4	$623	Hold	27	–	–	﹤0.01%	1005
2024 Q3	$544	Sell	27 -1	-4%	-$20	﹤0.01%	1084
2024 Q2	$548	Buy	28 +3	+12%	+$62	﹤0.01%	1015
2024 Q1	$561	Buy	25 +5	+25%	+$99	﹤0.01%	937
2023 Q4	$377	Buy	+20	New	+$327	﹤0.01%	1069

Other funds holding REZI

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

DiNuzzo Private Wealth's REZI Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Resideo Technologies (REZI) stake by 9.4% in Q3 2026, selling an estimated $76 and leaving 29 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

DiNuzzo Private Wealth first reported a position in REZI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.28K in Q1 2026. 36 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

DiNuzzo Private Wealth held 29 shares of Resideo Technologies worth $527 as of Q3 2026.
DiNuzzo Private Wealth sold 3 Resideo Technologies shares in Q3 2026, an estimated $76.
Resideo Technologies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1086 holding.
DiNuzzo Private Wealth first reported a position in Resideo Technologies in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Resideo Technologies position peaked at $1.28K in Q1 2026.
36 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.